Is Your Portfolio Brexit-Proof?

Learn the 3 questions you need to ask your advisor or yourself about your portfolio in light of Brexit.

 

About David W. Shepherd, Jr., CFP®

David is the Chief Investment Officer for Shepherd Wealth & Retirement and a CERTIFIED FINANCIAL PLANNER™ practitioner. Have a financial question? Click Here to contact David W. Shepherd, Jr.

Investment advice offered through Shepherd Wealth Group, a Registered Investment Adviser doing business as Shepherd Wealth & Retirement.

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